NI vs FTAI

Comparison between NiSource Inc (NI, Company) and FTAI Aviation Ltd - Class A (FTAI, Company).

NI is from the Utilities sector, while FTAI is from the Industrials sector.

5-Year PerformanceFTAI has outperformed NI, delivering a return of +51.3% compared to +16.6%

NI vs FTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	FTAI(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	75.57%	73.50%
Sharpe Ratio	0.59	1.21
5Y Beta	0.30	1.91
Industry	Utilities - Regulated Gas	Aerospace & Defense
P/E Ratio	22.72	40.87
Forward P/E	22.52	28.49
PEG Ratio	2.27	0.06
Dividend Yield	1.87%	0.72%
5Y Dividends CAGR	10.86%	1.76%
5Y EPS CAGR	31.83%	N/A
Debt to Equity	13.37%	799.46%
Free Cash Flow Yield	-3.80%	-2.17%
P/S Ratio	3.28	7.46
P/B Ratio	2.34	49.88

Market Cap

$22B

Winner

FTAI

$22B

Max Drawdown

75.57%

Winner

FTAI

73.50%

Sharpe Ratio

0.59

Winner

FTAI

1.21

5Y Beta

Winner

0.30

FTAI

1.91

Industry

Utilities - Regulated Gas

FTAI

Aerospace & Defense

P/E Ratio

Winner

22.72

FTAI

40.87

Forward P/E

Winner

22.52

FTAI

28.49

PEG Ratio

2.27

Winner

FTAI

0.06

Dividend Yield

Winner

1.87%

FTAI

0.72%

5Y Dividends CAGR

Winner

10.86%

FTAI

1.76%

5Y EPS CAGR

31.83%

FTAI

N/A

Debt to Equity

Winner

13.37%

FTAI

799.46%

Free Cash Flow Yield

-3.80%

Winner

FTAI

-2.17%

P/S Ratio

Winner

3.28

FTAI

7.46

P/B Ratio

Winner

2.34

FTAI

49.88

NI vs FTAI - Historical Returns

Returns include dividend reinvestment.

Period	NI	FTAI
1 month	-4.74%	-22.72%
3 months	-2.72%	-11.04%
6 months	+4.96%	-26.49%
1 year	+11.64%	+86.05%
5 years(CAGR)	+16.60%	+51.34%
10 years(CAGR)	+9.16%	+42.57%
Max(CAGR)	+11.08%	+33.48%

Winner

-4.74%

FTAI

-22.72%

Winner

-2.72%

FTAI

-11.04%

Winner

+4.96%

FTAI

-26.49%

+11.64%

Winner

FTAI

+86.05%

5Y(CAGR)

+16.60%

Winner

FTAI

+51.34%

10Y(CAGR)

+9.16%

Winner

FTAI

+42.57%

Max(CAGR)

+11.08%

Winner

FTAI

+33.48%

NI vs FTAI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	FTAI
2026	+9.02%	+0.30%
2025	+18.08%	+37.60%
2024	+41.04%	+222.14%
2023	+0.38%	+170.36%
2022	+2.96%	-33.85%
2021	+26.74%	+33.29%
2020	-12.79%	+33.46%
2019	+14.29%	+46.84%
2018	+3.17%	-21.99%
2017	+19.01%	+58.18%
2016	+16.64%	+34.50%
2015	+24.11%	-29.21%
2014	+34.99%	N/A
2013	+34.52%	N/A
2012	+9.70%	N/A
2011	+39.75%	N/A
2010	+20.25%	N/A
2009	+49.16%	N/A
2008	-38.53%	N/A
2007	-18.81%	N/A
2006	+17.85%	N/A
2005	-2.99%	N/A
2004	+9.85%	N/A
2003	+12.97%	N/A
2002	-9.69%	N/A
2001	-20.03%	N/A
2000	+84.02%	N/A
1999	-14.08%	N/A

NI vs FTAI Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for FTAI was -72.68%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current NI drawdown is -7.56%. The current FTAI drawdown is -31.95%.

Rank	NI	FTAI
#1	-65.72% May 18, 2007 - May 10, 2011	-72.68% Feb 19, 2020 - Nov 17, 2020
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-54.09% Jun 22, 2021 - Jun 30, 2023
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-52.61% Jun 23, 2015 - May 8, 2017
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-52.11% Nov 21, 2024 - Sep 16, 2025
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-35.36% Feb 26, 2026 - Jul 20, 2026
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-30.21% Jan 4, 2018 - Nov 26, 2019
#7	-18.91% Jul 5, 2016 - May 31, 2017	-18.01% Oct 30, 2025 - Dec 30, 2025
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-13.76% Mar 10, 2021 - Jun 10, 2021
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-13.72% Jul 26, 2024 - Aug 16, 2024
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-12.42% Sep 1, 2023 - Oct 31, 2023
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-11.94% Aug 30, 2024 - Sep 19, 2024
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-11.71% Jan 22, 2026 - Feb 24, 2026
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-11.38% Jul 2, 2024 - Jul 24, 2024
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-10.32% Sep 22, 2025 - Oct 24, 2025
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-9.22% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between NI and FTAI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

NI vs FTAI dividend yield comparison.

Year	NI	FTAI
2026	1.32%	0.40%
2025	2.68%	0.64%
2024	2.88%	0.83%
2023	3.77%	2.59%
2022	3.43%	7.54%
2021	3.19%	4.56%
2020	3.66%	5.63%
2019	2.87%	6.76%
2018	3.08%	9.21%
2017	2.73%	6.62%
2016	2.89%	9.92%
2015	145.67%	4.26%
2014	2.40%	0.00%
2013	2.98%	0.00%
2012	2.81%	0.00%
2011	3.86%	0.00%
2010	5.22%	0.00%
2009	5.98%	0.00%
2008	8.39%	0.00%
2007	4.87%	0.00%
2006	3.82%	0.00%
2005	4.41%	0.00%
2004	4.04%	0.00%
2003	5.01%	0.00%
2002	5.80%	0.00%
2001	5.03%	0.00%
2000	3.51%	0.00%